The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial coaching. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.
CWIMONEY, Financial Planning, Financial Planner, Free Consultation, Estate Planning, Estate Planner, Business Consulting, Business Consultant, CWI, CWI University, Money, Chicago Money,
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Have you received a FREE CONSULTATION from us? Get yours today!

The Financially Unhinged Show: Making Money Make Sense. Hosted by CeCe The Financial Diva and BJ The Minister of Finance.

This podcast is a fun and refreshing perspective on all things money.
Join CeCe the Financial Diva and BJ the Minister of Finance each Wednesday at 7PM CST on the TLSC Radio Network for their unique entertaining approach to de-mystifying Financial Management. Their motto is “Making Money Make Sense!”

Making Money Make Sense FREE Financial Empowerment Workshops at University of Chicago Polsky Exchange

The CommonWealth Initiative hosted the Making Money Make Sense Financial Empowerment workshops at the University of Chicago Polsky Exchange in 2018. Designed to be interactive, candid, and fun, the workshops were instrumental in helping participants become financially fit and produce goal-driven results. The author and financial educator Brian D. Johnson created the workshops to empower participants by exploring how they view and manage their money to provide simple, easy-to-use money management solutions.

cwimoney.com

See How We Get The Results You Want

Traditionally, most financial services companies offer solutions and advice that mainly focus on your investment portfolio and much less consideration of the other equally vital components of your financial life such as budgeting and money management.  Could this be the reason why so many of us struggle in this area?

Our budgeting, money management, and financial coaching services are offered in a forward-thinking way to address personal finance matters.

EXPERIENCE THE COMMONWEALTH WAY

FORWARD THINKING

Our team of professionals think progressively and possess the ability to look beyond the “present” and formulate money management strategies and plans based on goals and objectives for the future.

TRANSPARENCY

Our plans and fees are clear and concise and easily found on our website. It should not be a mystery of what we do and the cost associated with our clients (we just saved you some time, which equates to money).

ACCESSIBILITY (ONLINE SERVICES)

We work with you locally and abroad, right from the comfort of your computer, tablet, or smartphone.

AFFORDABILITY

We offer some of the most affordable plans in our industry, making us accessible to everyone.

OUT-OF-THE-BOX THINKING

We know your time is valuable and limited, so we make money management and budgeting more accessible – simply bring us your financials. We will do the rest: organize, categorize, and balance.

STRAIGHT FROM THE HIP ADVICE

If the numbers do not make sense (or cents), you cannot afford it; that is the type of advice you can expect from us. A straightforward approach to get you to where you want to be.

WE WORK HARD FOR YOU. COMPARE OUR SERVICES.

Financial Services

From budgeting and financial coaching to estate planning, CWI’s financial services are ideal for clients who can benefit from access to affordable, confidential, and sound advice on financial planning and money management matters.

Business Services

CWI’s business services range from business formation to business coaching.  Our business solutions will help improve your business’s performance and efficiency through analysis and creating solutions to meet your specific goals.

Insurance Services

We help protect you, your family, and your business from impacts of the unexpected by providing access to coverages ranging from life, disability income, and business insurance to annuity and retirement planning.

Tax Services

At CWI, we provide convenient virtual and in-person tax preparation services for businesses and individuals.

Financial Coaching

CWI Financial Coaching is ideal for clients who require access to practical, confidential, and sound advice on everyday money management matters.

Business Coaching

CWI Business Coaching will help improve your business’s performance and efficiency through analysis and creating solutions to meet your goals.

Estate Planning

Let us help you protect your family and assets by planning and naming whom you want to receive the things you own after you are no longer here.

“We’re changing
lives financially,
one community
at a time”

At CommonWealth Cares NFP, our wealth-building resources and financial education programs embody our guiding principles of Innovation, Collaboration, and Education. We fulfill this mandate for community change by leading initiatives to address financial education disparities and foster community advancement. Our proclamation is to encourage the creation of like-minded initiatives in our communities and support existing organizations with similar missions and causes.

WEALTH BUILDING CENTER

CWI UNIVERSITY

At CWI University, we assist you on your journey to financial freedom by providing educational videos, publications, and articles on various topics on budgeting, money management, and investing.

Estate Planning is easier than you think.  Let us help you protect your loved ones.

WHAT OUR CLIENTS SAY
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